高盛唱多中国股市：未来12个月沪深300指数和MSCI中国指数回报率达16%
包括Timothy Moe在内的高盛策略师在一份最新报告中表示，看好中国和韩国的股市，并预测随着中国防疫措施的调整和全球基本面的改善，今年表现不佳的亚洲股市在明年将跑赢其他市场。（来源：智通财经APP）
高盛在其亚洲资产配置中维持沪深300指数和MSCI中国指数的“增持”评级。策略师Timothy Moe及其团队预计，沪深300指数和MSCI中国指数在未来12个月的回报率将达到16%。此外，高盛还将对中国香港股市的评级上调至“持股观望”，将对韩国股市的评级上调至“增持”。
高盛策略师表示：“在2022年东盟和印度市场表现强劲之后，随着中国市场的反弹和韩国市场预期中的复苏，亚洲股市的领先地位可能会向北转移。”他们还表示，2023年第二季度是亚洲股市的一个潜在拐点，因为届时随着美联储可能转向，美元将见顶。
高盛策略师预计，韩国Kospi指数未来12个月将上涨11%，新加坡的基准股指未来12个月可能上涨10%。与此同时，高盛还看衰以下市场，包括：将印尼股市的评级从“增持”下调至“持股观望”，将对泰国和马来西亚市场的评级下调至“减持”。
值得注意的是，11月以来，中国股市的涨幅领跑全球，MSCI中国指数在11月已累计上涨了逾24%，而MSCI全球指数涨幅则不到5%。除了高盛之外，多家外资机构也在近期表示看好中国市场。
英国资管公司瀚亚投资((Eastspring Investments)首席投资官Bill Maldonado表示：“最糟糕的情况已经被消化，中国股市有很大的上行空间”。
美国资管巨头富兰克林邓普顿新兴市场股票团队中国股票组合经理Michael Lai表示，中国股票市场中的投资者情绪以及市场整体估值目前已处于历史低位，低迷的状态不会持续太久。他表示：“相对于全球其他市场，我们对中国股市在未来可能展现出的投资前景表示乐观。”
富达国际首席投资官Andrew McCaffery近日表示：“现在是时候抄底中国资产，捡便宜货了。”他认为，投资者目前应将全球投资者的情绪与中国经济的现实区分开，中国正努力推动战略性行业发展，如基础设施建设等，这些方向将衍生出众多投资机会。
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